Edge Wealth Management’s One Stop Systems OSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-550
| Closed | -$3K | – | 347 |
|
|
2021
Q4 | $3K | Hold |
550
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $3K | Hold |
550
| – | – | ﹤0.01% | 401 |
|
|
2021
Q2 | $3K | Hold |
550
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $3K | Sell |
550
-450
| -45% | -$2.46K | ﹤0.01% | 365 |
|
|
2020
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 309 |
|
|
2020
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 607 |
|
|
2020
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 582 |
|
|
2019
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 535 |
|
|
2019
Q3 | $2K | Sell |
1,000
-500
| -33% | -$1K | ﹤0.01% | 521 |
|
|
2019
Q2 | $2K | Buy |
+1,500
| New | +$2K | ﹤0.01% | 522 |
|